Vest-wise Report (Option Awards)
The Vest-wise Report provides a comprehensive view of all grants—Option Awards, Share Awards, and SARs—organized by their vesting status. This report helps you monitor how awards progress over time, across plans and employee statuses.
With this report, you can view:
- The current status of Option Awards, Share Awards, and SARs
- Data across one or multiple award plans
- The status of grants for various stakeholders
How to Generate the Vest-wise Report
Step 1: Open the Reports Dashboard
Navigate to the left-hand menu and click Reports. A list of all standard reports in Qapita will appear by default.
Step 2: Select the Vest-wise Report
Scroll to find “Vest-wise Report” and click Generate Report.
Step 3: Choose the 'As On' Date
Use the date picker to select the effective date for the report.
Note: By default, the report is generated for the current date.
Step 4: Select Stakeholder(s)
Click Stakeholder to include one or more employees in the report.
Step 5: Choose Award Plan(s)
Click Award Plan to filter data by one or more specific plans.
Step 6: Filter by Grant Status
Click Grant Status to view grants based on their current state (e.g., vested, unvested, lapsed).
Step 7: Select Awardee Status
Use the Awardee Status filter to include active, inactive, or both sets of employees.
Step 8: Export the Report
Click Export to Excel to download the report in spreadsheet format for further review and sharing.
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